After finally seeing an announcement from a lithium explorer that was overly hyped it confirms that PLS is by far the best investment option/lithium producer in the world bar Greenbushes. Can't believe they used $920USD/ton, PLS used $537USD/ton and later $600USD/ton, using $920USD is absolute fluff. What a joke. If they used $600USD/ton then their NPV would be tiny, especially relative to the risk and logistics/transportation costs, and 60% ownership.
Been in PLS for over 2 years and the fundamentals just keep getting stronger. Great announcement today on the quality of the SC and low iron content. The AUD is cooked which is great for profit. PLS going to be a major player and will be there soon
Ann: First Concentrate Shipment - High Quality Confirmed, page-72
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